Danone Finalizes Dairy Joint Venture with Arcor in Argentina
Danone and Arcor announced on August 3, 2026 the completion of their joint venture in dairy products in Argentina. The transaction combines Danone Argentina SA's dairy operations (with thirty years of presence in the country), Mastellone Hermanos SA (present for nearly a century in the market) and their joint logistics subsidiary Logistica La Serenísima, building on over twenty years of partnership between the two groups.
Danone now exercises equal control within the joint venture with Arcor, with a stake of 50%. The transaction became effective on August 1, 2026. Since this date, it has been accounted for in the Equity-accounted investees of Danone's consolidated accounts, reflecting the co-control status of the two partners.
Strategic Integration Objectives
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The partnership aims to accelerate the launch of innovations and strengthen operational excellence in the Argentine dairy category. The integration leverages the strengths and scale of both groups to expand commercial reach with Argentine consumers.
SectorAgroalimentaire et boissons›Industrie alimentaire
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Context
Period
Period: S1 2026
Key reported figures
Revenue: 13 936 millions d'euros
Quarterly revenue: 13 936 millions d'euros
Revenue growth: 1,4 %
Net income: 1 175 millions d'euros
Free cash flow: 852 millions d'euros
8 975 millions d'euros
Guidance from the release
Objectifs 2026 confirmés, en ligne avec l'ambition moyen-terme
Risks mentioned
Free cash-flow en baisse de -27,3 % à 852 M€ au S1 2026
Dette nette en hausse à 9,0 Md€ contre 8,4 Md€ fin décembre 2025
Effet de change négatif de -3,3 % sur le chiffre d'affaires publié
Opportunities identified
Objectifs 2026 confirmés : croissance comparable entre +3 % et +5 %
Finalisation attendue au S2 2026 des acquisitions MADE Group et Saputo Dairy Australia
Marge des Eaux en forte progression de +196 pb à 13,3 %
Outlook / guidance
Expected revenue: 28 374 millions d'euros
Management commentary: croissance du chiffre d'affaires en données comparables comprise entre +3% et +5%
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
